Color-Code the Dispatcher Console

Use color to help dispatchers work more efficiently in the Gantt. You
can already color-code appointments in the dispatcher console by creating Gantt palettes or
setting an appointment’s Gantt color. Now, assign service crews colors, apply background shading
in the appointment list, and highlight the list’s appointments on the Gantt.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise,
Performance, Unlimited, and Developer editions with the Field Service Lightning managed package
installed.

How: To set a service crew’s Gantt background color, add the Gantt Color field to
service crew layouts. Then, enter a hex code in the field on any service crew record. For
example, display service crew members in red if a company vehicle is assigned to the crew. Crew
members without a defined Gantt color appear in purple.

To highlight appointments shown in the appointment list on the Gantt, select an appointment
list filter or enter a search term. For example, filter the appointment list to show only
appointments that include the word “Repair.” Then, click Highlight at the
bottom of the list. All appointments and absences not shown in the list appear faded.